Windows Weekly 918: Casa Chaos

Microsoft reported that it earned a net income of $24.1 billion on revenues of $69.6 billion in the quarter ending December 31, the second quarter of its fiscal 2025. Those figures represent gains of 10 percent and 12 percent year-over-year (YOY), respectively. Microsoft Earnings Overview Not much going on with client-side products and services, so a focus on AI Productivity and Business Processes: $29.4 billion in revenues, up 14 percent YOY. This was 42.2 percent of Microsoft's earnings Intelligent Cloud: $25.5 billion in revenues, up 19 percent YOY. This was 36.6 percent of Microsoft's earnings More Personal Computing: $14.7 billion, unchanged from the year-ago quarter. (Literally flat YOY.) This was 21.1 percent of Microsoft's earnings Windows Microsoft testing AI-powered search in Windows 11 Dev New Canary build- Windows Midi Services preview, OneDrive resume, File Explorer folder resume Microsoft is experimenting with new Windows 11 UIs Microsoft Edge text rendering comes to all Chromium web browsers on Windows - That only took a few years Microsoft explains deprecation after using the term for decades AI Week 2 of submitting to our new Chinese overlords Gemini catapults into the lead for a few days as Gemini 2.0 becomes broadly available Inspired by DeepSeek, OpenAI releases reasoning model to free ChatGPT This comes after Microsoft added it to Copilot Reasoning vs. traditional models Also, DeepSeek R1 is on Azure AI Foundry and GitHub Sam Altman discusses DeepSeek, more OpenAI offers up an AI research assistant More Earnings (Lightning Round) Intel - $14.3 billion in revenues, down 7 percent AMD: Revenues up 24 percent, market share gains on Intel Apple - Record $124.2 billion in revenues, up 4 percent Alphabet/Google: Revenues at $96.47 billion, up 12 percent - CapEx expenditures closing in on MSFT Samsung - Revenues up 12 percent to $52.2 billion Spotify is profitable for full year for the first time Microsoft 365 Designer makes its way to Photos (Windows) and Microsoft 365 Copilot app (mobile) Microsoft is removing the VPN from Microsoft 365 Family and Personal Outlook for Mac to get email recall feature Xbox Starfield is coming to Game Pass Standard this month, more Game Pass titles Forza Horizon 5 is coming to PS5 Two Age of Empires titles are coming to PS5 Remember that Microsoft partnership with Start.gg? Me neither Nintendo revenues, Switch sales fall more than expected, will no longer beat DS this fiscal year Tips and Picks Tip of the week: It's time for an online account audit App pick of the week: Another week of big browser update RunAs Radio this week: Entra ID Protection with Corissa Koopmans Margarita of the week: 2 oz white tequila, 1.5 oz Triple Sec, 1 oz fresh lime juice. Hosts: Leo Laporte and Paul Thurrott Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zscaler.com/security 1password.com/windowsweekly uscloud.com